Sosandar Share Discussion Threads

[dancing piranha] 19/7/2022 18:44

They seem to be popping up daily now, so I doubt it sadly!

[forethought] 19/7/2022 18:25

770k trade. Is that the seller out now?

[tomps2] 19/7/2022 08:15

Sosandar (SOS) Full Year 2022 results presentation - July 2022.

Sosandar management, Julie Lavington and Ali Hall, Joint CEOs and Steve Dilks, CFO, present the full year results for the period ended 31 March 2022.

You can watch the video here: www.piworld.co.uk/company-videos/sosandar-sos-full-year-2022-results-presentation-july-2022/

Or listen to the Podcast here: piworld.podbean.com/e/sosandar-sos-full-year-2022-results-presentation-july-2022/

[w13ken] 19/7/2022 08:03

This PIWORLD webinar is a must-watch and shows how well Sosandar are being managed in difficult times.

[dancing piranha] 18/7/2022 12:23

They are happily buying your shares at mid price for now.

[apad] 16/7/2022 16:45

I think the response was formulaic, W13Ken. If they go abroad it will be through a third party.
apad

[w13ken] 16/7/2022 15:09

Nice video APAD and good to see it was Paul's first stock for discussion.
Quotes are: "itching to buy back on Sosandar now", "growth is unbelievably high#:142% revenue growth", "reached profitability now so there shouldn't be any more placings", "I think something really big is going on there, building a significant international brand".
In the PIWORLD webinar there was some talk of going international but I hope they leave that until they have a full financial year of profitability in the UK.

[apad] 16/7/2022 13:49

Well spotted W13Ken.

Comments on SOS here also.

www.youtube.com/watch?v=2yKWZVybvmc

apad

[someuwin] 15/7/2022 11:45

Edit: wrong video.

[photon] 14/7/2022 10:08

Great summary

[aleman] 14/7/2022 10:05

So a little summary. 9 consecutive months of profitability to June 2022. Hl loss was £1077k or -0.51p per share. Full year loss was £142k, making -0.07p per share. That means H2 profit was a very healthy £935k and positive EPS of 0.44p. Pre-working cap operating cashflow was -£890k at the interims and +£23k at the finals so it was positive to a chunky £913k in H2. So last year finished very strongly indeed in terms of cashflow, profit and earnings. This year has started with revenue +81% in Q1 so cashflow, profit and earnings could well trounce last year. When will the stockmarket wake up to what is going in here?

[dancing piranha] 14/7/2022 10:02

Aleman,

Indeed, Peel Hunt are now buying on the bid @ 20p.

[aleman] 14/7/2022 09:43

Looks like market makers might be short of stock now so whoever it was that was selling into the results must have finished.

[thelongandtheshortandthetall] 13/7/2022 19:19

Oh OK. marineville.
You're probably right. :)

[thelongandtheshortandthetall] 13/7/2022 19:18

Thanks W13Ken.

Appreciate it buddy.

[marineville] 12/7/2022 22:50

there were two trades, one a sell and one a buy. looked like a rollover to me...

[w13ken] 12/7/2022 22:11

PIWORLD normally edit and publish the videos on YouTube in 24-48 hours so it should be this week.

Here's their YouTube site:
I'll add the SOS video link when it's up....
Here it is:

[thelongandtheshortandthetall] 12/7/2022 19:59

My guess is the price today was kept flat due to the 3m purchase announced after hours.

[thelongandtheshortandthetall] 12/7/2022 19:58

Anyone got a link to the presentation.
tia.

[babbler] 12/7/2022 19:49

every month in H2 has been profitable. Loss is minimal. Next results will be key.

[serratia] 12/7/2022 16:32

I guess it's which camp you're in - the early bird gets the worm or the second mouse gets the cheese. Over the last 10 half years the GM has varied between 44 and 56%. Loses have been falling and were down to around £0.5m in H2. Over the last 3 halves GM has risen by $4m / yr rate and admin by £2m /yr.
Using a 50% GM for simplicity if you need a share price of 15* profit they'd need to add another £16m sales on top of the present £29m. They were at £12m the previous year so £45m could be possible, who knows?
The present share price is factoring in future growth as they're still loss making so do you want a juicy worm now or possibly a smaller piece of cheese later?

[sdmbot] 12/7/2022 15:21

Very good presentation.

Does anyone have a feel for a stable operating profit margin, what are people's expectations?

Also why are they spending time on looking at international expansion if by their own numbers they have currently 250k users and 20M potentials, then they are probably addressing around 1.5% of the potential market, why bother with working out new logistic channels, translating web sites, channeling marketing spend and effort into new unproven markets, are the margins better, is there some kind of compelling reason?

Does anyone have informed opinion on this?

Cheers

[babbler] 12/7/2022 14:50

strangest reaction I've seen to results in a long time. Not moving either way. Flat lined. Very strange....

[w13ken] 12/7/2022 14:43

bg23, I agree on the metrics. The CEOs have a good grasp of data analytics and make the most of it.